How to Update a Signed Proposal

What it does: Allows you to make necessary changes to proposals that have already been signed and can no longer be directly edited. By creating a copy, you can update information, pricing, or other details while maintaining a professional relationship with your customer. The duplicate proposal workflow ensures your records remain organized and your customer receives the most current information.

👉 The more you know: Roofr proposals that have been signed cannot be edited. Roofr users will need to create a copy and re-send for any changes.

Prerequisites:

• A sent and signed Roofr Proposal

💡 Pro Tip: A sent proposal that has not yet been signed can be changed by cancelling the signature request and making edits to the original.

Available On: Roofr Pro, Premium and Elite.

Steps to Update a Signed Proposal

Step 1: Create a Copy of Your Signed Proposal

1. Navigate to the ‘Proposals’ page of your Roofr Dashboard.
2. Locate the proposal that you need to edit and resend
3. Select the '...' menu on the far right side of the proposal
4. From the dropdown menu, select 'Make a copy'

Step 2: Edit the Duplicate Proposal

1. Open the proposal and make your required changes.
2. Change the title/name of the copied proposal on the proposal editing page by clicking the pencil at the top of the proposal edit screen.
3. Consider adding a date to indicate it is the most updated version (ex. "Updated on date")
4. Be sure to save your changes.

Step 3: Send the New Proposal

1. Click ‘Preview and Send’ and review your changes.
2. Click ‘Send Proposal’. Be sure to edit your subject line and email body to reiterate that this is the updated version of your proposal
3. Click ‘Send Proposal’ to send the revised proposal email for signatures.

💡 Pro Tip: You will notice that there are now two proposals for this job.

Be sure to edit your Job Value to ensure it only includes the value as needed from the edited proposal(s).

Have More Questions? Check out Roofr.com/Help

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